SCHD vs USGG

SCHD vs USGG
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDUSGGWinner
Expense Ratio0.06%0.75%
AUM$112.2B$14M
Dividend Yield3.13%0.00%
Holdings1036
YTD Return+27.60%-51.99%
1Y Return+29.63%-
3Y Return (annualized)+16.43%-
5Y Return (annualized)+10.05%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-87.5%
Fund FamilyCharles Schwab Asset ManagementLeverage Shares
CategoryEquityAlternative
InceptionOct 20, 2011Jan 13, 2026

SCHD vs USGG Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Leverage Shares 2X Long USAR Daily ETF (USGG) is a ETF from Leverage Shares. Year to date, SCHD is up 27.60% versus a loss of 51.99% for USGG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -87.5% for USGG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SCHD charges 0.06% per year while USGG charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for USGG.

Holdings Overlap

0.0%overlap

SCHD and USGG share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SCHD or USGG?

SCHD has an expense ratio of 0.06% while USGG charges 0.75%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

What is the holdings overlap between SCHD and USGG?

SCHD and USGG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, SCHD or USGG?

SCHD yields 3.13% while USGG yields 0.00%, so SCHD currently pays the higher dividend yield.

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